Lpa Share Discussion Threads

[emergingmarket] 09/12/2013 15:08

hastings 9 Dec'13 - 13:08 - 701 of 702 0 0

Should be a pre-close statement anytime soon.





Maybe sufficient to take it to 90p?

[gucci] 09/12/2013 15:06

looks very good

[hastings] 09/12/2013 13:08

Should be a pre-close statement anytime soon.

[nw99] 09/12/2013 11:14

Sharewatch not a pump and dump mag they are growth stocks been very very good over last 5 years

[nw99] 09/12/2013 09:31

Good article in share watch one for 2014

[bigbigdave] 08/12/2013 18:35

Hi 2breakout, I've only posted the section which is available to non subscribers.

You are correct in stating that i have no position here atm, there have been alot of stocks moving faster this year which I needed the cash to invest in.

I'll just say its on my watchlist but slightly uncomfortable with the small market cap but it is a very interesting little company.

Rgds, bbd

[2breakout] 08/12/2013 18:26

Bigdave why would you post something that is for subscribers on a stock you have stated you have sold your position. Obviously already back in and now trying to pump.....

[bigbigdave] 08/12/2013 18:22

Here's the free bit, you will need to subscribe to read any more.

LPA Group December 2013
We've had a quick catchup with chief executive Peter Pollock. This follows the £36bn plan to develop the UK's railway infrastructure over five years, which has been announced by Network Rail and will include 4,100 new railway carriages and upgrades for a further 1,400 carriages. Stemming from ...

[eburne1960] 08/12/2013 17:36

And what is the conclusion of the write up please?

[bigbigdave] 08/12/2013 10:49

Interesting write up in SCSW this weekend also.

[2breakout] 18/11/2013 15:07

This was out a couple of weeks ago, could be good for LPA as they have already won contracts from Hitachi.

[nickjoseph] 18/11/2013 09:29

A few early buys today. Were they mentioned over the weekend. Any comments please!

[neg] 12/11/2013 11:31

Thanks for posting that link hastings, a really interesting read for LPA investors.

[hastings] 05/11/2013 14:38

hxxp://www.cambridge-news.co.uk/Business/Private-Punter/

[castleford tiger] 04/11/2013 17:48

never worry! If you do sell them and move on.

Very happy for 150p in 2 years here.

tiger

[pj 1] 01/11/2013 08:06

More worried about the ''challenging'' interim statement. Lets hope its less challenging

[nickjoseph] 31/10/2013 19:07

Any news on LPA. Very quiet here. Just waiting for another win. Hopefully we won't have to wait too long

[castleford tiger] 09/10/2013 16:49

nice tick up but struggling to get more.

tiger

[castleford tiger] 08/10/2013 16:52

The latest broker note shows a target of 105.

The EPS figure I quoted was after the 1.1 million post tax exc credit.

I think a dip to 600k this year but growing to 1.5/1.8 million within two years.

A Strong balance sheet.
I like it.

Tiger

[bigbigdave] 08/10/2013 11:40

For the record I'm also out on the last spike over 70p at just about break even.
CT may be correct in his assumptions for the share price over the forthcoming years and best of luck to him (clearly more patience than me), but I can find better homes for my cash at present.
Will keep a watchful eye.

[pj 1] 08/10/2013 11:30

Year end 2011 =x11 P/E

yEAR END 2012 = X14 P/E

So x12 2013 seems fair value

However, concern that the ''challenging'' 2nd Half 2013 = ''challenging'' 1st half 2014

[castleford tiger] 08/10/2013 11:20

The latest figure in the market says 1.7 million profit.

Over 10p eps.

Of course as the year ended sept that's clearly not possible from trading but must include an excp gain.

I will be happy with 5p from on going. At 58p that's 12x historic.

Looks a great deal of upside for very little downside.

I bought again yesterday and will keep sweeping them up.

tiger

[stewy_18] 08/10/2013 07:52

Tiger,

Where did you 10 pence EPS from? That is completely unrealistic.

Half-year EPS was 1.49 pence. Michael Rusch went on to say:-

In my statement at the Annual General Meeting I advised that we expected a result for the first half which, while satisfactory, would fall short of last year, but provide a good base for achievement of expectations for the year as a whole. This has proved to be the case, but unlike last year when there was a confluence of positive effects in the second half, this year is proving very much more challenging.

I think they'll be lucky to do 5 pence.

Investing in LPA comes down to what you believe they can do in 2014 with the LED business IMO. If I was smarter, I would have bought after the year end results. I don't think they will be spectacular, but this year was always laying the foundations for 2014. We'll see in a couple of months.